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Phillip Ray Thomason

State Farm Investment Management Corp.

Tulsa, OK

CRD 2115741

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-04-05
  • OK RA
    APPROVED
    Since 2022-04-05

Branch Locations

Tulsa, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phillip Thomason Insurance Agency Eufaula OK 03/2016 08/2021
State Farm Vp Management Corp Eufaula OK 03/2016 08/2021
State Farm Investment Management Corp Eufaula OK 02/2019 08/2019
State Farm Vp Management Corp Mustang OK 09/2021 09/2021
State Farm Insurance Mustang OK 09/2021 09/2021
State Farm Vp Management Corp Tulsa OK 09/2021 Present
State Farm Insurance Tulsa OK 09/2021 Present
State Farm Investment Management Corp Tulsa OK 04/2022 Present
  • 03/2016 → 08/2021
    Phillip Thomason Insurance Agency
    Eufaula, OK
  • 03/2016 → 08/2021
    State Farm Vp Management Corp
    Eufaula, OK
  • 02/2019 → 08/2019
    Eufaula, OK
  • 09/2021 → 09/2021
    State Farm Vp Management Corp
    Mustang, OK
  • 09/2021 → 09/2021
    State Farm Insurance
    Mustang, OK
  • 09/2021 → Present
    State Farm Vp Management Corp
    Tulsa, OK
  • 09/2021 → Present
    State Farm Insurance
    Tulsa, OK
  • 04/2022 → Present
    Tulsa, OK
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-26
  • S63 Uniform Securities Agent State Law Examination
    2015-05-26
Designations
  • Chartered Financial Consultant
Other Names
  • Phillip R Thomason

View on SEC IAPD

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